SUMMARY The Planned Giving Officer develops and implements a strategy to cultivate relationships with planned giving donors and prospects to further the mission of SAU. This includes identifying new prospects, cultivating new and existing relationships, soliciting funds, and stewarding relationships with current donors.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by proper personnel.
Help our donors accomplish their philanthropic goals through planned gifts.
Manage a list of donors and prospects, while focusing on planned/deferred giving.
Help develop and maintain communication pieces that educate prospects and generate leads for planned giving conversations.
Provide top notch customer service.
Work within database systems to track and monitor progress and metrics.
Represent the university to external constituents through service or community involvement.
Assist other advancement team members with department-related activities (i.e., Homecoming, Heritage Alumni Celebration, President’s Weekend and other special events) as needed.
Participate in team meetings.
Serve on university committees as assigned and requested.
Key Result Areas
Planned Giving asks made
Number of visits
Amount generated in new and revised expectancy
Bachelor’s degree required.
Experience in nonprofit fundraising.
Must have demonstrated experience and success in sales and/or public relations.
Background with or knowledge of planned giving vehicles.
Strong interpersonal skill essential.
Must be effective in both written and verbal forms of communication.
Must possess excellent ability to organize, communicate and implement multiple tasks, meet multiple deadlines.
Evenings, weekends and travel expected.
Individual will exhibit a life and service that is in full accord with the Spring Arbor University Concept and Community Covenant.
Experience working in multicultural academic environments preferred and individuals from diverse populations are encouraged to apply.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Since 1873, Spring Arbor University has helped students pursue wisdom by offering an education grounded in the Christian faith. What began as a small elementary and secondary school in the late 1800s has evolved into a top-tier, liberal arts, Christian university. Offering more than 70 undergraduate majors and programs, nine degree completion programs, two associate programs, and 12 graduate programs. With programs presented on campus, online and on site at 17 locations throughout Michigan and in Ohio, the University continues to meet the growing needs of its students.